Crestwood Advisors Group’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$399K Hold
2025
Q1
$390K Hold
2024
Q4
$389K Buy
2024
Q3
$294K Hold
2024
Q2
$283K Hold
2024
Q1
$285K Hold
2023
Q4
$284K Hold
2023
Q3
$270K Buy
2023
Q2
$235K Hold
2023
Q1
$237K Hold
2022
Q4
$231K Hold
2022
Q3
$224K Buy
2017
Q4
Sell
2017
Q3
$262K Buy